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DFIV · Dimensional International Value ETF ETF

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$58.94 -0.14 (-0.24%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $268,618,823
Total Shares: 4,972,581

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
70.7%
Sep 2022 → Jun 2026 · range 7.3% – 100.0%
−20.7 pts
Top 5
99.9%
Sep 2022 → Jun 2026 · range 27.8% – 100.0%
−0.1 pts
Top 10
100.0%
Sep 2022 → Jun 2026 · range 40.9% – 100.0%
0.0 pts
HHI
5,428
Sep 2022 → Jun 2026 · range 246 – 10,000
Highly concentrated−3,006

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
1
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +4
Institutional value: +9226.6%
Shares held: +9012.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +5,706 10,381

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 3,517,784 $190,030,691
Strategic Financial Services, Inc. 820,043 $44,298,722
TOBIAS FINANCIAL ADVISORS, INC. 610,701 $32,990,068
Parkside Financial Bank & Trust 7,372 $398,235
CITADEL ADVISORS LLC 6,300 $340,326

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 49,894 $2,633,405
Filter: New 5 Increased 1 Reduced 0 Sold out 1 Unchanged 0
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DFIV $190,030,691 70.74% 3,517,784
Strategic Financial Services, Inc. DFIV $44,298,722 16.49% 820,043
TOBIAS FINANCIAL ADVISORS, INC. DFIV $32,990,068 12.28% 610,701
Range Advisory, LLC DFIV $560,781 0.21% 10,381
Parkside Financial Bank & Trust DFIV $398,235 0.15% 7,372
CITADEL ADVISORS LLC DFIV $340,326 0.13% 6,300